Systematix Group - Investment Banking Specialist (3-5 yrs)

Hiring for an Investment Banking Private Equity, role for our Mumbai office.

Company Description:

Systematix Group, established in 1985, is a premier financial institution in India that offers a wide range of financial products and services including Equities, Derivatives, PMS, Commodities, and Debt Products.

With a strong foundation of ethics and trust, Systematix caters to clients ranging from Foreign Institutional Investors to Individual Investors, with over 60,000 registered clients.

The group has a national presence with key locations in Mumbai, Delhi, Lucknow, Jaipur, Indore, and Ujjain.

Role Description:

- This is a full-time on-site role for an Investment Banking Specialist at Systematix Group in Mumbai.

- The Specialist will be responsible for analytical tasks, financial modeling, managing investments, and conducting due diligence on various financial transactions.

- The incumbent would work on fundraise for clients through Private Equity, Venture Capital, Structured Equity / Debt and M&A Advisory Projects, working both on sell side as well as Buy Side of the transaction.

- Assist the IB leadership team in conducting industry research, market mapping and preparing mandate pitches.

- Develop various types of financial models to value debt / equity for mergers, acquisitions, and capital raising transactions.

- Prepare deal collaterals to include Teaser, information memorandum.

- Actively involve at every stage of the transaction, work closely with middle / senior management teams.

- Provide transaction support to the clients throughout the deal lifecycle.

Qualification: CA/CFA/MBA (Finance).

Experience: Minimum 3 years.

Responsibilities:

- Conduct in-depth analysis for various financial transactions, including private equity, venture capital, structured equity/debt, and mergers & acquisitions (M&A).

- Build and maintain complex financial models to value debt and equity for transactions such as mergers, acquisitions, and capital raising.

- Assist the investment banking leadership team with industry research, market analysis, and preparing compelling pitches to secure new mandates.

- Develop deal collateral materials like teasers and information memoranda.

- Actively participate in all stages of the transaction lifecycle, collaborating closely with client middle and senior management teams.

- Provide ongoing transaction support to clients, ensuring smooth execution and successful deal completion.

Qualifications:

- CA (Chartered Accountant), CFA (Chartered Financial Analyst), or MBA (Finance) degree required.

- Minimum 3 years of experience in investment banking or a related financial services field.

- Strong analytical and financial modeling skills (proficiency in Excel and financial modeling software a plus).

- Excellent communication, presentation, and interpersonal skills.

- Ability to work independently and as part of a team in a fast-paced environment.

- Strong attention to detail and a commitment to accuracy.